Jason Harris Gold
Investment adviser representative at Greycliff Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$83.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Greycliff Wealth Management, LLCApr 2020 to now
- Purshe Kaplan Sterling InvestmentsApr 2020 to now
- Bcg Securities, Inc.Jun 2016 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Greycliff Wealth Management, LLC
$83.8MAssets managed
146Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5074557
- Firm CRD
- 307645